Client Service Specialist

3 months ago

Perth, Australia Marsh Full time

**Client Service Specialist**
- The _**_Energy_**_ and _**_Power_**_ team is a dynamic global team (700 colleagues across Marsh globally) that advises companies and industry in relation to the energy, power, and renewable energy sectors. The role will report directly into the Speciality Operations team leader, but day-to-day work will be predominantly with the Energy and Power brokers in Perth, WA. _

**What can you expect?**
- In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient, and timely production of all policy and related documentation across the insurance life cycle.
- Supported with training in the combination of online learning modules, systems support from the Operations team and 1:1 on the job learning.
- Working under the umbrella of operations you will help drive standardization of processes and procedures. This includes providing legally compliant work to the client and entering accurate information into all Marsh IT Applications, enabling the delivery of analytical statistics. You will assist in upskilling non client facing operations colleagues with additional product and client knowledge.

**What is in it for you?**
- Interesting and diverse client portfolio.
- Leading training and development program.
- Professional environment where your career path really matters and is supported in our global organization.
- Successful, established corporate team with energetic and supportive colleagues.
- Genuine flexible work life balance

**We will count on you to**:

- Consistently use the required IT Applications to maintain compliance, accuracy, and workload, contributing to resource allocation and process improvement
- Ensure timely and accurate production/processing of client transactions including but not limited to:

- invoices and related policy accounting documentation
- quotation and placing slips
- premium and adjustment calculations
- information and documentation for Pre-Renewal and Broking meetings
- draft policy wordings and endorsements
- renewal reports and insurance manuals
- certificates of currency
- current and outstanding documentation follow ups
- all other documentation
- Support the achievement of high levels of client satisfaction through effective administrative support to Account Brokers
- Support effective working relationships with clients and insurers as required by the Account Brokers
- Ensure that accurate up to date records on all clients are maintained at all times.
- Possess a thorough understanding of all major classes of insurance which the Company offers to its clients.
- Possess a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Fire Services Levy, Stamp Duties, Worker's Compensation and other relevant legislation.
- Acquire and maintain an awareness of the client's business and insurance needs, noting all briefing information provided by senior servicing and broking managers.
- Develop and maintain a basic understanding of the core aspects of relevant Insurance and related legislation.
- Adhere strictly to the Company's Quality practices and other systems and procedures.
- Comply fully with the Company's Errors and Omissions avoidance policy.
- Other duties as may be required from time to time.

**What you need to have**:

- Excellent communication skills (verbal and written).
- Strong administration and organizational skills.
- Sound knowledge of Microsoft office suite and a fast learner of other computerized systems.
- Ability to work under pressure and possess an understanding of the importance to meet deadlines through effective time management skills.
- Motivated self-starter focused on achieving results and able to work autonomously as well as be a team player.

**What makes you stand out?**
- High School Certificate or equivalent
- Minimum 2 years’ experience in a similar broking/operational role, preferably in an insurance related field
- Minimum Tier 1 ANZIIF Broking License

**About Marsh**:
**Marsh McLennan** is committed to creating a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

**Marsh McLenna**n is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections, and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full

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